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Financial Advisor

2 months ago

Birmingham, Birmingham, United Kingdom Coleman Wealth Full time
Unlock Your Potential as a Financial Advisor with Coleman Wealth

Coleman Wealth is a leading financial advisory firm with a global presence, offering a unique opportunity for experienced financial advisors to take their career to the next level. As a financial advisor with Coleman Wealth, you will have the chance to work with a diverse client base, providing expert financial advice and guidance to help them achieve their financial goals.

Key Responsibilities:
  • Provide comprehensive financial advice to clients, focusing on investment, retirement planning, tax strategies, and wealth management.
  • Manage a substantial book of business with a minimum size of £10M.
  • Build and maintain strong relationships with clients, ensuring a high level of client satisfaction and retention.
  • Conduct regular reviews and updates of clients' financial plans to ensure they are on track to meet their goals.
  • Stay updated with financial regulations and market trends to provide accurate and timely advice.
  • Collaborate with a team of professionals to deliver exceptional service and support to clients.
Requirements:
  • Must be based in the UK, Europe, or Switzerland.
  • Extensive experience in financial advisory with a proven track record of managing a client book of at least £10M.
  • Demonstrated experience in handling international clients, especially for European and Swiss markets.
  • Strong understanding of financial products, markets, and regulatory requirements.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Highly motivated, self-starter with the ability to work independently and as part of a team.
What We Offer:
  1. Competitive compensation packages, including salaried or commission-based roles tailored to your preferences.
  2. The flexibility of remote working, allowing you to maintain a work-life balance while servicing clients globally.
  3. Opportunities for professional growth and development within a forward-thinking and innovative firm.
  4. A supportive and collaborative work environment with a focus on achieving excellence and client satisfaction.
  5. No legacy issues, providing a clean slate and the opportunity to thrive without the constraints faced by other firms.

At Coleman Wealth, we are committed to providing our financial advisors with the tools, support, and resources they need to succeed. If you are a dedicated and experienced financial advisor looking to take your career to the next level, we encourage you to apply.